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ARBVX: ONE CHOICE 2020 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/30/2019 |
12-Mo. Yield | 1.78% |
Expenses | 0.77% |
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Performance Analytics (As of 10/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.9 | 3.5 | 4.9 | 6.0 | 5.0 | -5.0 | 16.0 | -1.5 | 10.9 | 6.1 | -1.6 | 6.6 | 12.6 | 11.5 | 2.5 | 11.7 | 20.1 | -21.3 |
Sharpe Ratio | NA | -0.04 | 0.23 | 0.48 | 0.64 | 0.41 | -0.36 | 2.86 | -0.37 | 3.18 | 0.83 | -0.23 | 1.18 | 2.09 | 1.37 | 0.19 | 1.13 | 1.31 | -1.26 |
Draw Down(%) | NA | 18.9 | 18.9 | 18.9 | 18.9 | 33.1 | 18.9 | 2.3 | 9.8 | 1.1 | 5.5 | 7.1 | 4.5 | 4.6 | 5.3 | 10.8 | 8.0 | 15.7 | 31.6 |
Standard Deviation(%) | NA | 16.8 | 11.0 | 9.3 | 8.9 | 11.2 | 19.2 | 5.1 | 7.6 | 3.3 | 7.1 | 7.2 | 5.6 | 6.0 | 8.4 | 12.8 | 10.2 | 15.3 | 27.4 |
Treynor Ratio | NA | -0.02 | 0.29 | 0.42 | 0.31 | 0.15 | -0.2 | 7.34 | -0.19 | 0.12 | 0.07 | -0.02 | 0.08 | 0.15 | 0.15 | 0.03 | 0.14 | 0.25 | -0.45 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | -0.03 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 |
Beta | NA | 0.35 | 0.09 | 0.11 | 0.18 | 0.31 | 0.34 | 0.02 | 0.15 | 0.84 | 0.87 | 0.85 | 0.86 | 0.81 | 0.78 | 0.83 | 0.83 | 0.79 | 0.77 |
RSquared | NA | 0.26 | 0.08 | 0.1 | 0.19 | 0.35 | 0.26 | 0.04 | 0.18 | 0.88 | 0.98 | 0.98 | 0.96 | 0.93 | 0.6 | 0.97 | 0.98 | 0.97 | 0.96 |
Yield(%) | N/A | 7.5 | 6.5 | 5.8 | 5.2 | N/A | 0.0 | 8.2 | 9.1 | 3.3 | 3.5 | 5.0 | 3.9 | 3.0 | 3.0 | 2.6 | 2.1 | 2.1 | 1.2 |
Dividend Growth(%) | N/A | -19.3 | 67.1 | 123.4 | N/A | N/A | -100.0 | -19.3 | 200.0 | -2.6 | -36.1 | 32.6 | 39.4 | 10.0 | 15.4 | 36.8 | 18.8 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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